What To Expect
Whether you are a new customer, or simply want to learn new skills about The Mortgage Office®, our seminars are packed with useful information, tips, and tricks. You will learn The Mortgage Office® in a group environment, where you can meet and network with others in the lending field. Seminar includes materials, great food and tons of Q&A. Many customers even spend the weekend after the Seminar with their families visiting Hollywood, Beverly Hills, Disneyland, and many other Southern California hot spots. They have been very popular and get sold out fast. Seminar registration is $995 per person.
What’s Covered on Day One
Online Center, Security Level Setup, Navigation and Functionality, Database Maintenance, Loan, Lenders and Vendor Setup, Payment Entry, Lender and Vendor Transactions, Reminders, Notices, Statements, Reports, Custom Letters and Reports, Relationship of Trust Accounting to Loan Servicing, and basic functions.
Thursday: 9 AM to 4 PM PST
What’s Covered On Day Two
Loan Amortization and Rate Types, Interest Methods, Payment Hierarchy, Loan Transactions, Corrections, Servicing Fees, Lender Rollovers, Check Printing, Disbursements, Charges, Refunds to Borrower, Voiding/Reissue Checks, Loan Modifications (Adjustments, Assignments, etc.) and other advanced functions.
Friday: 9 AM to 3 PM PST
Where to Fly
Long Beach Airport (LGB) – 5 miles away
Los Angeles Airport (LAX) – 22 miles away
Orange County Airport (SNA) – 28 miles away
Burbank Airport (BUR) – 40 miles away
Where to Stay
Hampton Inn Long Beach Airport (Seminar held here)
Marriott Courtyard Long Beach Airport (0.1 mile)
Hyatt Regency Long Beach (11 miles)
Use Promo Code: CR85494
(If code does not work, all rooms have been booked.)
February 2nd & 3rd
April 20th & 21st
June 8th & 9th
August 10th & 11th
October 19th & 20th
Please specify in the comment section of our form which dates you would like to attend. Thank you.